Using Templates

Accessing the Template Library

Templates are available when creating a new document:

  1. Click New Document from the dashboard
  2. Select Start from Template
  3. Browse or search the template library
  4. Click a template to preview it, then click Use Template to create a new document

Template Categories

Templates are organized by document type:

Grant Proposals

  • Federal Grant Narrative -- structured sections for NIH, NSF, and DOE applications
  • Foundation Letter of Inquiry -- concise project summary for foundation outreach
  • Budget Justification -- line-item budget with narrative explanations

Donor Communications

  • Major Gift Thank You -- personalized acknowledgment for significant contributions
  • Annual Fund Appeal -- compelling fundraising letter with impact data
  • Stewardship Update -- progress report for existing donors

Reports

  • Annual Report -- year-in-review with sections for financials, impact, and goals
  • Board Report -- executive summary format for board presentations
  • Department Summary -- quarterly or annual department performance overview

Strategic Planning

  • Strategic Plan Outline -- multi-year goals with objectives and metrics
  • SWOT Analysis -- structured strengths, weaknesses, opportunities, and threats

Customizing Templates

After creating a document from a template:

  1. Replace placeholder text (shown in brackets) with your content
  2. Adjust sections -- add, remove, or reorder as needed
  3. Use AI suggestions to help fill in sections based on your voice profile
  4. Save as your own -- the document is fully yours to edit

Creating Templates from Existing Documents

Turn any document into a reusable template:

  1. Open the document you want to use as a base
  2. Remove sensitive or specific information
  3. Replace variable content with placeholder text
  4. The document is ready to duplicate for future use

Templates help your team maintain consistency across similar documents while saving time on structure and formatting.